In this role, you will:
- Support performance and overall effectiveness of team, as well as cross-group administrative operations
- Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management
- Review credit information of loans for companies and industries
- Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information
- Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation
- Independently prioritize work and provide day-to-day-work leadership and mentorship to team
- Lead or contribute to implementation of new or revised processes and procedures
- Provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range of information.
Required Qualifications:
- 6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Analyze real estate related documents like Appraisal, Lease agreements
- Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process
- Perform complex credit investigations on companies and industries
- Utilize knowledge and interpretation of procedures to direct less experienced individuals
- Interact with immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits
- Understand the feedback received from the reviewers and implement the same in their day-to-day work.
- Quality check of work performed by junior team members and provide appropriate feedback on the same.
- Deliver quality work product within agreed upon timelines.
- Ability to properly escalate issues or complaints in a timely manner.
- Able to support his/her FLM in preparing the internal reports like performance report, Daily/Weekly Monthly reports and dashboards
- Prepare/design training programs, learning curve design withexamples/samples/test
- Prepare PDP packs, process documents should be up to date
22 Sep 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.